Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.9B
AUM Growth
+$528M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,654
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$47.9M
3
+$34.5M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$34.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$26M

Top Sells

1
+$39.1M
2
+$34.9M
3
+$25M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$23.2M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$22M

Sector Composition

1 Technology 12.16%
2 Financials 5.03%
3 Consumer Discretionary 4.21%
4 Healthcare 2.85%
5 Communication Services 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18.7M 0.06%
277,426
+36,155
302
$18.7M 0.06%
321,357
-33,888
303
$18.7M 0.06%
148,251
+7,789
304
$18.6M 0.06%
148,230
+3,269
305
$18.6M 0.06%
404,449
+96,777
306
$18.6M 0.06%
484,573
+33,249
307
$18.5M 0.06%
54,451
-1,592
308
$18.5M 0.06%
191,501
-20,231
309
$18.4M 0.06%
802,632
-19,356
310
$18.4M 0.06%
288,887
+25,369
311
$18.2M 0.06%
125,513
-2,968
312
$18.1M 0.06%
51,539
-1,829
313
$18.1M 0.06%
31,730
-14,359
314
$17.8M 0.06%
512,945
-631,723
315
$17.7M 0.06%
86,320
+5,970
316
$17.5M 0.06%
379,121
+43,777
317
$17.4M 0.06%
462,644
+16,771
318
$17.3M 0.06%
738,284
+57,847
319
$17.2M 0.06%
204,175
+579
320
$17.2M 0.06%
80,743
-272
321
$17.1M 0.06%
90,643
-8,042
322
$16.9M 0.06%
233,676
-20,294
323
$16.8M 0.06%
136,159
-2,706
324
$16.7M 0.06%
331,381
-2,781
325
$16.6M 0.06%
358,104
+82,075
11 12
13
14 15